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New York City Office of Comptroller: A Case Study

Problem: Current CRM had limited capabilities and was not meeting their needs. Were not able to add new functionality they needed.

Challenge: Key resource that maintained the current CRM was leaving in 2 weeks and needed to have a system in place prior to departure. Security was controlled by the record owner’s assigned Borough.

Solution: Provided Accounts, Contacts, Cases, and Campaign management solution in Created triggers to update record for owner’s assigned Borough and sharing rules to allow end users read and edit permission.

Benefits/Results: Able to create a system within 2 weeks that expanded their capabilities and add the functionality they were lacking. Provided a system that was flexible and scalable enough for their future growth.

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